Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.72%
3 year
0.84%
5 year
-20.77%
10 year
4.16%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
75 months through April 30, 2026Volatility (ann.)
39.55%
Sharpe
0.03
Sortino
0.04
Max drawdown
-79.50%
Best month
29.46%
Worst month
-26.18%
Beta vs VTSAX
2.35
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.